Pensionmark Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$812,271
-4.9%
8,381
-4.3%
0.16%
-2.4%
Q2 2023$854,570
-9.5%
8,756
-7.9%
0.16%
-16.2%
Q1 2023$943,760
-15.4%
9,511
-17.3%
0.20%
-23.0%
Q4 2022$1,115,121
-52.5%
11,501
-52.9%
0.26%
-54.1%
Q3 2022$2,348,000
+24.5%
24,430
+32.4%
0.56%
+40.9%
Q2 2022$1,886,000
-12.6%
18,450
-10.3%
0.40%
-11.6%
Q1 2022$2,159,000
-13.2%
20,570
-14.1%
0.45%
-13.8%
Q4 2021$2,486,000
+184.4%
23,942
+189.2%
0.52%
+162.6%
Q3 2021$874,000
+7.1%
8,278
+7.8%
0.20%
+5.9%
Q2 2021$816,000
-1.2%
7,680
-1.0%
0.19%
-6.0%
Q1 2021$826,000
+37.2%
7,761
+35.7%
0.20%
+30.1%
Q4 2020$602,000
-41.1%
5,719
-41.8%
0.15%
-56.3%
Q3 2020$1,022,0000.0%9,826
-0.4%
0.35%
-2.0%
Q2 2020$1,022,0009,8680.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
First Command Bank 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders